Murray Stahl’s UnitedHealth UNH Stock Holding History

Murray Stahl’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$725K	Buy	1,745 +50	+3%	+$18.5K	0.01%	193
2026 Q1	$459K	Buy	1,695 +100	+6%	+$29.8K	0.01%	230
2025 Q4	$527K	Sell	1,595 -100	-6%	-$33.9K	0.01%	218
2025 Q3	$585K	Buy	+1,695	New	+$513K	0.01%	219
2021 Q1	–	Sell	-625	Closed	-$219K	–	358
2020 Q4	$219K	Sell	625 -771	-55%	-$258K	0.01%	321
2020 Q3	$435K	Buy	1,396 +361	+35%	+$111K	0.02%	255
2020 Q2	$305K	Hold	1,035	–	–	0.01%	286
2020 Q1	$258K	Buy	1,035 +75	+8%	+$20.6K	0.01%	287
2019 Q4	$282K	Hold	960	–	–	0.01%	402
2019 Q3	$209K	Sell	960 -20	-2%	-$4.83K	0.01%	453
2019 Q2	$239K	Hold	980	–	–	0.01%	444
2019 Q1	$242K	Buy	+980	New	+$250K	0.01%	440

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Murray Stahl's UNH Position: Q2 2026 in Review

Murray Stahl increased its UnitedHealth (UNH) stake by 2.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,745 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #193.

Murray Stahl first reported a position in UNH in Q1 2019 and has held it in 12 quarters since. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Murray Stahl held 1,745 shares of UnitedHealth worth $725K as of Q2 2026.
Murray Stahl bought 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
UnitedHealth made up 0.01% of Murray Stahl's portfolio in Q2 2026, its #193 holding.
Murray Stahl first reported a position in UnitedHealth in Q1 2019 and has held it in 12 quarters since.
3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.